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SEACREST WEALTH MANAGEMENT, LLC

PURCHASE, NY · CRD 147092 · IAPD ↗ · seacrestwm.com · 914-502-1900

$1.53BRegulatory AUM
36Advisory reps
47Employees
0Clients
51-100Planning clients
0Private funds
40States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — SEACREST WEALTH MANAGEMENT, LLC added office(s): 21 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2026 — SEACREST WEALTH MANAGEMENT, LLC changed its website from stantongwp.com to seacrestwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — SEACREST WEALTH MANAGEMENT, LLC shrank from 42 to 36 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
March 2025 — SEACREST WEALTH MANAGEMENT, LLC added office(s): 26 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2025 — SEACREST WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
February 2025 — SEACREST WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 4 (0 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
47
May 2024 — SEACREST WEALTH MANAGEMENT, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — SEACREST WEALTH MANAGEMENT, LLC shrank from 43 to 38 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.